Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,011 | $96,236-9.6% | $133,698-34.9% | $80,959+7.5% |
| Participation rate | 23.9% | 71.2%-47.3pp | 76.4%-52.5pp | 67.7%-43.8pp |
| Annual return | 9.71% | 28.74%-19.0pp | 580.90%-571.2pp | 35.67%-26.0pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $4,218-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,859 | $5,709-32.4% | $7,016-45.0% | $4,300-10.3% |
| Admin fee / account holder | $2,354 | $8,250-71.5% | $6,703-64.9% | $6,925-66.0% |